Insightly + Planning Pod Integrations
How to connect Insightly + Planning Pod
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Deleted RecordTriggers when a record is deleted.Trigger- New RecordTriggers when a new record is created.Trigger
- Updated Field on RecordTriggers when a field of your choosing (i.e. email address, status) is updated on any record of a specified Insightly object (ie. Contact, Lead, Opportunity, etc.).Trigger
- Updated RecordTriggers when a record is updated.Trigger
- Create RecordCreates a RecordAction
- Update RecordUpdates a RecordAction
- Find RecordFinds an existing RecordAction
New AppointmentTriggers when a new appointment is created in the calendar.Trigger- Planning Pod
Triggers when a new attendee is created in an event.
Scheduled
Trigger
- Planning Pod
Triggers when a new contact is created.
Scheduled
Trigger
- Planning Pod
Triggers when a contract has been signed.
Scheduled
Trigger
- Planning Pod
Triggers when a new deposit is created.
Scheduled
Trigger
- Planning Pod
Triggers when a new form response is captured.
Scheduled
Trigger
- Planning Pod
Triggers when a new payment is created for an invoice.
Scheduled
Trigger
- Planning Pod
Triggers when a new invoice is created.
Scheduled
Trigger
- Planning Pod
Triggers when a new lead is created.
Scheduled
Trigger
- Planning Pod
Triggers when a new ticket payment is created.
Scheduled
Trigger
- Planning Pod
Triggers when a new proposal has been created.
Scheduled
Trigger
- Planning Pod
Triggers when a proposal has been signed.
Scheduled
Trigger
- Planning Pod
Triggers when a new to-do is created in an event.
Scheduled
Trigger
- Planning Pod
Creates a new contact.
Scheduled
Action
- Planning Pod
Creates a new lead.
Scheduled
Action
How Insightly + Planning Pod Integrations Work
- Step 1: Authenticate Insightly and Planning Pod.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Insightly
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About Planning Pod
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